Manage Purchase Orders
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      Receive and restock orders in Procurement

      Update purchase orders as items are received and restock them into your supply rooms.

      Summary

      As orders are received from vendors, update the purchase order in PSTrax to reflect the items received, back-ordered, or cancelled. Items marked as received move to the Supplies module for restocking.

      Instructions

      1. Navigate to Procurement > Orders to find the relevant P.O. 

      2. Expand the Line Items column to view the specific items in the P.O. 

      3. Update received quantities by double clicking into the Received column and inputting the amount received. Do the same for Backordered, Cancelled, or Returned items.

      4. Click Save. Once saved, items marked as received automatically transfer into the Supplies module to be restocked. 

      5. Restock items within the Supplies module.

        • Go to Supplies > Perform Supplies Check. Select the Restock from Procurement check type for the container you wish to restock (e.g., Central Supply, Station 1 Supply Closet, etc.).
        • Adjust the Qty Added for the items you're restocking. You can only restock as many items as are listed in the Procurement Qty column.
        • Click Log Items to add the items into your supply.
        • Repeat this process for remaining items / containers. 
      6. If more items arrive, update the purchase order and log additional Restock from Procurement events as needed.